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Personalized advice for portfolio size
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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
WiserAdvisor's network of vetted financial advisors are from large
Fortune 500 companies to small independent financial firms to suit
each individual's comfort levels. Each and every advisor is
pre-screened for industry experience, disclosures, and registrations
with SEC and FINRA. Collectively, our pre-screened advisors serve
thousands of happy clients, manage billions of dollars and provide
financial freedom and security for families and individuals like
you.
Please note that the list of financial
advisors mentioned below do not include all the financial advisors
in our network, as some have not been listed online as per their
corporate compliance restrictions. More vetted fiduciary financial
advisors near you may be available when you use our free
advisor match tool to compare 2 to 3 financial advisors around you.
The financial advisors below offer several financial
services such as wealth management, retirement planning, portfolio
management, estate planning and much more.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Ryan Woodring
CFP® HERITAGE INVESTMENT PARTNERS, LLP / LPL FINANCIAL ADVISOR 97 Main Street, Chatham, NJ 07928 |
20 Years | Not Specified | $100,000 | Fee-Based |
|
Joseph Franciscone
APOLLO FINANCIAL ADVISORS 51 JFK Parkway, First Floor West, Short Hills, NJ 07078 |
25 Years | Not Specified | $250,000 | Fee-Only |
|
Condor Capital Wealth Management
CFP®, CIMA®, EA, CFA®, CDFA® 1973 Washington Valley Road, Martinsville, NJ 08836 |
Not Disclosed | $1,500,000,000 | $500,000 | Fee-Only |
| 12 Years | Not Specified | $400,000 | Fee-Based | |
| Not Disclosed | $3,000,000,000 | $500,000 | Fee-Based | |
| 21 Years | Not Specified | $250,000 | Fee-Based | |
| 12 Years | $250,000,000 | $250,000 | Fee-Based | |
| Not Disclosed | Not Specified | $100,000 | Fee-Based | |
| 27 Years | $460,000,000 | $1,000,000 | Fee-Only | |
| 17 Years | Not Specified | Not Specified | Fee-Based | |
|
Altfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC® 445 Park Avenue, 6th Floor, New York, NY 10022 |
Not Disclosed | $1,500,000,000 | $1,000,000 | Fee-Only |
| Not Disclosed | $0 | $0 | Fee-Only | |
|
Daniel R. Martin
CFP®, AIF® D.R. MARTIN AND ASSOCIATES 4 Franklin Ave, Suite 3A, Ridgewood, NJ 07450 |
20 Years | Not Specified | $250,000 | Fee-Based |
| 16 Years | $0 | $500,000 | Fee-Only | |
| 11 Years | Not Specified | Not Specified | Fee-Based | |
|
Christopher Badaracco
CFP®, EA ROSE WEALTH ADVISORS 20 N Central Avenue suite 2 Ramsey, Ramsey, NJ 07446 |
10 Years | $9,000,000 | $500,000 | Fee-Based |
|
Daniel Chen
DC STRATEGIES, INTEGRATED WEALTH MGT. 12 Christopher Way, Suite #200, Eatontown, NJ 07724 |
28 Years | $0 | $0 | Fee-Based |
| 25 Years | Not Specified | Not Specified | Fee-Based | |
|
Rohi Batra
CFP® EDELMAN FINANCIAL ENGINES, LLC 457 Haddonfield Road, Suite 310, Cherry Hill, NJ 08002 |
30 Years | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 4595724
Firm CRD# 6413
Series 7, 31, 66
Compensation/Fee Fee-Based
Office Location
97 Main Street,
Chatham,
NJ
07928
Phone Number
973-635-9500
Ryan attended the Pennsylvania State University, State College, PA where he earned a Bachelor of Science degree in Business Administration in 1994. Ryan is a graduate from the College for Financial Planning, Greenwood Village, CO and also carries the designations of CERTIFIED FINANCIAL PLANNER®. Ryan started his career at Merrill Lynch under their Paths of Achievements Program. His career continued as a Financial Advisor with the Wealth Management Division of Smith Barney / Citigroup Global Markets, Inc. Ryan joined Heritage Investment Partners, LLP as a Managing Partner in July of 2008.
Heritage Investment Partners, LLP is a private investment services and financial planning firm whose goal is to provide the most appropriate advice and best client experience within the financial services industry. Our desire to be true advocates for our clients is the cornerstone for the creation of Heritage Investment Partners, LLP. Securities Offered Through LPL Financial, Member FINRA/SIPC Financial Planning offered through Heritage Investment Partners, LLP - A Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial registered representative associate with this website may discuss and/or transact business only with residents of the states in which they are registered or licensed. No offers may be made or accepted from any resident of any other state. LPL Financial representatives offer access to trust services through The Private Trust Company N. A., an affiliate of LPL Financial.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 2956961
Firm CRD# 6413
Series 7, 63, 65, 66
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
51 JFK Parkway,
First Floor West,
Short Hills,
NJ
07078
Phone Number
973-937-8826
Joe Franciscone has been assisting clients with their financial needs for almost three decades. Prior to joining LPL Financial, and starting Apollo Financial Advisors, Joe worked for Morgan Stanley, Credit Suisse, Merrill Lynch, and Wells Fargo for several years. His extensive experience in the business, through good markets and bad, makes Joe a great resource for navigating financial challenges and life events, delivering common sense advice one good decision at a time. Joe assists High Net Worth Families & Business Owners manage their Wealth in a variety of ways including fee based financial planning, retirement & estate planning, investments, life insurance, and annuities. This diversity in product and practice allows Joe to work well with Attorneys, CPAs Doctors, Entrepreneurs, and Executives of all levels. Residing in Fairfield, NJ, Joe is a graduate of Montclair State University where he earned a BS in Finance. His securities registrations include the 7 & 66 (held with LPL) as well as Insurance licenses including Life, Health, and Variable Insurance. Joe is an avid reader and follower of Warren Buffett, Stephen Covey, Milton Friedman, Benjamin Graham, Peter Lynch, Charlie Munger, Jim Rohn & Dr. Jeremy Siegel. He is a longtime protégé of Drumming's Global Ambassador Dom Famularo. Joe is a Member of the Park Avenue Club and a Supporter of the Park Avenue Foundation in Florham Park, New Jersey. In his free time, Joe enjoys music, drumming, learning, sports, fine dining, and his dog.
Your Goals. Our Advice. Shaping Your Future One Good Decision At A Time.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 104920
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
1973 Washington Valley Road,
Martinsville,
NJ
08836
Phone Number
732-356-7323
Condor Capital Wealth Management was founded in 1988 and is an employee-owned fee-only, fiduciary, and SEC-registered investment advisor. We strive to be as transparent as possible and commit to annual audits for both custody and performance. Our goal is to be more than just your investment manager by providing a full-service wealth management experience. We provide our investment management services on a fee-only basis. Our fees are based on the size of our clients' portfolios rather than commissions or the number of trades, so there is no conflict of interest regarding our investment decisions. Additionally, as part of our integrated approach to investment management, we provide you with unlimited and thorough financial planning advice complementarily. We pride ourselves on providing our clients with wealth management solutions combining investment management, financial planning, and relationship management services, including consulting with your accountants and attorneys, allowing you to streamline your complex financial affairs all under the umbrella of a single, highly competitive assets-under-management (AUM) fee.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 4716523
Firm CRD# 128733
Series 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
320 Raritan Avenue, Suite 302,
Highland Park,
NJ
08904
Phone Number
732-248-5777
Peter Gellman is the Managing Member of Palmerston Group Advisors, L.L.C. Founded in 1997, Palmerston Group provides independent, unbiased financial and investment advisory services based on fundamental analysis and margin of safety principles. Peter Gellman has worked as a teacher, analyst, and advisor. Before starting Palmerston, he taught at Oxford as a member of its international relations faculty, as well as at Princeton, where he was Research Fellow and Lecturer in the Woodrow Wilson School of Public and International Affairs. He holds a law degree as well as a Ph.D. in international relations.
Palmerston Group Advisors, a firm best known for its Margin of Safety discipline, built its strategy only after carefully studying the best in the business. Consider: 1. Few fund managers have genuinely market-beating records of ten or more years. 2. Most of this elite group uses a version of Margin of Safety, the skill of buying assets when "on sale" at a deep discount to their true value. Most excel in bear markets. 3. Few advisors strategically focus on these top managers or their investment ideas when creating client portfolios. Nor do many independent firms focus on these managers when offering allocation advice. In contrast, Palmerston sees these top managers as a huge asset for our clients. We start with what works best, and thus use Margin of Safety for all clients. For client portfolios, we use the ideas and often the (no-load) funds of managers with proven, profitable records.
Qualifications
Firm CRD# 326819
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
55 Madison Avenue,
Morristown,
NJ
07950
Phone Number
862-842-9220
As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Compensation/Fee Fee-Based, Flat Fee
Office Location
100 Passaic Avenue,
Suite 300,
Fairfield,
NJ
07004
Phone Number
973-244-4237
Frank Lepore's mission is to provide financial security strategies by taking a holistic approach to the planning process while providing his clients with top notch service and technology. Understanding client goals is a vital part of Frank's process in order to put together an intelligent, thoughtful plan. What sets Frank apart even more is his large team who help provide the level of service that clients deserve. Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank is registered as a Wealth Management Advisor with Bleakley Financial Group and a registered representative with LPL Financial.
For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer. With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates. Comprehensive Financial Planning and Wealth Management. Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality. *The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
100 Passaic Ave,
Suite 300,
Fairfield,
NJ
07004
Phone Number
973-575-4180
Mike is a financial advisor at Bleakley Financial Group. He provides personalized wealth management solutions for individuals, families, business owners, foundations and entrepreneurs. He also provides integrated planning and investment strategies, including tax and estate planning, risk management and retirement planning, to help grow and protect clients wealth. Mike is a graduate of Mount Saint Mary College & joined the firm in 2012. He has worked in numerous capacities at the firm, starting with an internship while he was still attending college, to joining the firm full time as an investment analyst upon graduation, & currently as a financial advisor. This has helped him develop a core understanding of the planning process and all of its elements. Mike is an avid fitness enthusiast and sports fan. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the FINRA Series 7 & Series 66 registrations through LPL Financial, as well as life and health insurance licenses. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer. With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates. Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality. The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 6233372
Firm CRD# 6413
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
50 Harrison St, #212C,
Hoboken,
NJ
07030
Phone Number
201-655-6572
Hazel Secco possesses a strong background as a seasoned LPL financial advisor, showcasing extensive knowledge and a wealth of experience in the financial industry. She is a Certified Financial Planner™, a designation that requires a rigorous course of study and ongoing professional education, and demonstrates her commitment to the highest standards of integrity, professionalism, and client service. Hazel founded Align Financial Solutions, LLC to concentrate on what she cares about most, her clients. Every client has a unique situation and background. Hazel wants to understand each client's goals and values to be completely aligned with their financial plan. As an independent advisor with LPL, Hazel provides collaborative and personalized advice as a fiduciary and solely focuses on her advisory client's needs. She strives to be a life-long partner and ally to protect what matters for her clients and their families. Hazel strongly believes in a holistic approach to financial planning, considering all aspects of her client's financial lives. She wants her clients to feel empowered and in control of their financial future. Outside of her work, Hazel lives in Hoboken and enjoys spending time with her family, traveling, and exploring the culinary world.
At Align Financial Solutions, we are dedicated to empowering women and their families through comprehensive financial guidance and education. Led by a Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®), our firm specializes in helping women gain control over their finances and achieve true financial independence. We understand that women face unique financial challenges and opportunities throughout their lives. That's why we offer personalized financial planning services tailored specifically to meet the individual needs and goals. Our mission is to equip our clients with the knowledge and tools they need to make informed decisions about their money and secure their financial future. At Align Financial Solutions, we believe that education is the key to empowerment. We are committed to providing our clients with the necessary financial education and guidance to help them navigate various aspects of their financial lives. From investment strategies and retirement planning to tax planning, and navigating major life transitions such as divorce, we address a wide range of financial topics that are crucial for our client's financial well-being.
Advisory Services Provided:
Financial Planning, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 2063878
Firm CRD# 125838
Compensation/Fee Fee-Only, Based on Assets
Office Location
1680 Route 23 N,
Suite 210,
Wayne,
NJ
07470
Phone Number
973-557-2933
We are an independent Registered Investment Advisory firm serving high-net-worth families and individuals nationwide from our location in Wayne, NJ. We differ from other firms because we emphasize a team approach to managing your finances and investments. Though you work with a primary wealth advisor, you always receive the support of our entire team. And because we are a fee-only, fiduciary advisor, you can rest assured that our recommendations are made in your best interest, not so we can earn a commission.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 5322696
Firm CRD# 104510
Series 65
Compensation/Fee Fee-Based
Office Location
340 Madison Avenue,
New York,
NY
10173
Phone Number
646-779-2102
A financial planner since 2007, I take great pride in working with my clients on complex topics in a way that is easy to understand. That way, we can collaborate on creating the best plan possible for their unique life situation and help get them to the retirement they deserve. When I am not at work, I enjoy playing paddle tennis with friends, spending time with my family and am active in community service in my hometown of Darien, Connecticut.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
Firm CRD# 110130
Series 65, 66
Compensation/Fee Fee-Only, Based on Assets
Office Location
445 Park Avenue,
6th Floor,
New York,
NY
10022
Phone Number
212-796-8732
With nearly four decades of experience, including recognition by Barron's, Forbes, the Financial Times and Bloomberg, our team has the expertise and the passion to successfully guide our clients' portfolios through a myriad of market conditions. We lead with a comprehensive financial plan that puts your goals and dreams first, then support it with world class investment strategies. Only by placing you at the core of everything we do can we truly meet your needs. We've found that the most successful solutions begin by asking the right questions, which is why we offer complimentary consultations to explore a professional relationship.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 302050
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
4 World Trade Center,
New York,
NY
10019
Phone Number
646-494-2925
Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant wealth.
Advisory Services Provided:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts
Qualifications
CRD# 4594651
Firm CRD# 39543
Series 7, 31, 66
Compensation/Fee Fee-Based
Office Location
4 Franklin Ave,
Suite 3A,
Ridgewood,
NJ
07450
Phone Number
201-479-0759
I am a proud CERTIFIED FINANCIAL PLANNER® which is considered to be the highest standard of ethics and competency. I am also an Accredited Investment Fiduciary®. I have been working with individuals and families since 2002. I am a lifelong investor and have been a member of Mensa International since 1988.
This firm was started to give people a practical way to know exactly what had to be done at key points over time to succeed financially. Our flexible approach ensures there is nothing standing between you and a clear plan of action well executed over time. We give you the versatility to choose how we work together and stay in control of your total financial picture with access to fiduciary advice. We created a way for you to easily understand more about your situation and stay on track to success for the long term. We simplify the abstract concepts of planning into simple concrete steps that summarize how acting now will improve financial outcomes tomorrow. With us, you can access top tier planning and experienced fiduciary guidance without pressure to move your accounts or say "yes".
Advisory Services Provided:
Portfolio Management, Retirement Planning, 401K Rollovers, Financial Planning for Individuals, Estate Planning & Trusts
Qualifications
CRD# 5231486
Firm CRD# 107764
Series 65
Compensation/Fee Fee-Only, Hourly, Based on Assets
Office Location
234 Kinderkamack Rd,
Oradell,
NJ
07649
Phone Number
201-345-5155
Eric Mancini is a CFA® Charter holder (CFA®), a Certified Financial Planner (CFP®), a Chartered Alternative Investment Analyst (CAIA®), partner, and the director of investment research at Traphagen. Eric graduated Penn State University with a BS in Economics. He specializes in portfolio management and personal financial planning while also working with clients on insurance and tax planning. Eric has obtained the CFA designation, Certified Financial Planner CFP® designation, the NASD Series 65 license, the NJ Life and Health Insurance license, the CAIA® (Chartered Alternative Investment Analyst) designation. Prior to joining TFG, Eric worked as a wealth advisor for high net worth individuals at Brinton Eaton Advisors (now Mariner). Previously, Eric was a financial advisor and investment analyst at BLS Advisors, LLC, where he worked on elder care estate and investment planning. He is also a NAPFA (National Association of Personal Financial Advisors) registered advisor. Eric is currently teaching a series of investment and retirement planning courses at Bergen County Community College. Eric is a staff writer for Benzinga, where he regularly writes articles on portfolio management, economic analysis, and stocks. His work has appeared on other financial websites such as Yahoo! Finance, CNBC, Fox Business News, among others. He has recently been interviewed by the Wall street Journal and US News & World Report. Over the past 3 years, Eric has been a regular guest host on the 'Your Money' radio show which airs on SiriusXM.
Our Mission To achieve financial success by building wealth, limiting risk & attaining financial security for our clients & their families through a life cycle of services. Overview Traphagen Financial Group is a comprehensive financial services firm comprised of accounting and wealth management departments located in , Oradell, NJ. Our Accounting department specializes in taxation, financial reporting & advisory services, including financing and M&A. Our wealth management department manages client investment assets and provides comprehensive estate, tax, and financial planning services. The Traphagen experience is based on a tradition of trust and integrity. We are uniquely positioned to be your trusted financial advisor. TFG professionals combine the value of their individual credentials to achieve a comprehensive view of both your business and personal goals and objectives. We are continuously commended for our excellent client service and depth of service provided. We know you are our most valuable asset and we always put your needs first. Traphagen Financial Group is personally dedicated to the success of our clients and their business. We are compassionate and we treat our clients like family. While many of our clients are located in Northern New Jersey and the Metropolitan area, we service clients throughout the United States.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65
Compensation/Fee Fee-Based
Office Location
328 Newman Springs Road,
Red Bank,
NJ
07701
Phone Number
732-578-2343
Life is a continuous journey and whether it is helping clients save for their children's college, a new home or retirement, it is my privilege to support them over the peaks, through the valleys and across everything in between. I have always been a client-centric person and I was fortunate enough to develop my career alongside my passion. Everyday decisions may appear to be small, but with care, they can lead toward something amazing.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 7076172
Firm CRD# 7076172
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
20 N Central Avenue suite 2 Ramsey,
Ramsey,
NJ
07446
Phone Number
201-961-4887
Christopher Badaracco is the esteemed founder and wealth advisor at Rose Wealth Advisors. Prior to establishing Rose Wealth Advisors, Christopher served as a wealth planner for a national RIA based in New York City, where his primary focus was delivering comprehensive financial solutions to high-net-worth clients. Utilizing his extensive expertise in tax law, estate and income strategies, investment management, and financial planning, Christopher skillfully guides his clients toward the realization of their financial goals. Christopher holds a bachelor's degree in finance from East Stroudsburg University and has attained a master's degree in taxation from Villanova University. Additionally, he has earned a Certificate of Financial Planning from New York University and proudly holds the designation of CERTIFIED FINANCIAL PLANNER™ professional (CFP®). Notably, Christopher is also recognized as an Enrolled Agent (EA) with the Internal Revenue Service, further enhancing his proficiency in tax-related matters. In his personal life, Christopher calls Ramsey, New Jersey his home, where he resides with his wife, Alexandra, and their son, Henry.
A boutique financial planning firm helping people from around the country make smart financial decisions.
Qualifications
CRD# 1183323
Series 6, 7, 24, 63 Investment Advisor Representative
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
12 Christopher Way,
Suite #200,
Eatontown,
NJ
07724
Phone Number
732-982-2170
A resident of Monmouth County since 1968, Dan is a graduate of Monmouth University in West Long Branch with a B.S. in Psychology. In 1999 Dan recognized the need for personalized investment advice by working with employees of the small business pension plan market. As a result, he has become a strong influence in crafting a solution for this underserved population. Dan specializes in delivering wealth management solutions to a growing affluent population. His customizable six step process designs and implements clear strategies that have the potential to increase the probability of long term financial security. His twenty years as a trader in the U.S. Treasury markets for firms including Garban LLC and Cantor Fitzgerald have provided him with an immense and diverse experience in the global capital markets. Today Dan delivers his consulting process to clients by designing and implementing sound strategies for pursuing their wealth management and preservation goals while collaborating with their other trusted advisers, including their legal team and tax team. In his spare time, Dan continues his discipline as a martial artist and travels with his family in pursuit of exotic surfing destinations.
Assisting clients in understanding where they are today can be critical in setting attainable financial and personal goals for the future. We are a fee based "Wealth Management" firm that takes a comprehensive approach to clarifying and organizing our client's financial affairs. We provide ongoing education and insight to navigating the complexities of growing and maintaining "Wealth" while our clients benefit from a more balanced life. Our pledge is to provide quality information so that individuals may make sound choices about their financial future. Ultimately, our greatest impact may be the confidence that comes with working with an Adviser that will educate his clients in the options that are available,and implement those strategies in simple and easy to understand terms.
Advisory Services Provided:
Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services
Qualifications
CRD# 2867751
Firm CRD# 104510
Series 65, 66
Compensation/Fee Fee-Based
Office Location
1130 RXR Plaza,
Uniondale,
NY
11556
Phone Number
516-252-1387
Since 2011, I've had the opportunity as a financial planner to help my clients navigate through their unique challenges and work toward reaching their financial goals and dreams like purchasing a home, saving for education and planning for a successful retirement.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 2707408
Firm CRD# 104510
Series 65
Compensation/Fee Fee-Based
Office Location
457 Haddonfield Road,
Suite 310,
Cherry Hill,
NJ
08002
Phone Number
856-452-6062
I enjoy helping my clients achieve peace of mind with their financial decisions while encouraging them to pursue their personal goals before and during retirement. Understanding who they are and what they want to achieve helps me facilitate the decisions around money. While out of the office, I enjoy spending time with my wife, daughter, and son. I enjoy traveling, gardening, exercising, cooking, watching sports, and relaxing on the beach.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
